RenMac Off-Script: The Great Growth Re-Rate
Listen now
Description
Jeff, Neil, and Steve discuss: Expectations between now and electionAccuracy of betting markets in defense of price discoveryThe big losersPath of unified governmentInflation expectationsCyclical trade and market’s messageLabor market conditionsPowell’s futureImportance of personnel to discern direction forward
More Episodes
Published 11/08/24
RenMac talks about the payroll surprise, the importance of NC and PA to Trump and Harris, elevated equity volatility and quiescent credit spreads and the Fed’s path into year’s end
Published 11/01/24
RenMac discusses the process of price discovery in the political prediction markets, the current state of the horserace, the outlook for employment, why Kevin Warsh is off-base in his criticism of the Fed’s September decision, and market seasonality.
Published 10/25/24